Creating a Project

Login to STSA.

The Workspace Summary page is displayed.

In the Workspace Summary, Sandbox tab, launch the required workspace.

Click Project.

The project summary page is displayed.

To create a project, click Create New.

The project creation wizard is displayed.

Provide a name and description for the project.

Select a reference date (base production run date or when the data is available in sandbox for stress testing) for the project.

Note:

Ensure that you provide the same reference date as provided in the scenario which you are planning to select for this project.

(Optional) If the configuration is part of a project and references a scenario, click Refer Scenario. On the Select Scenario page, select the required scenario, and click Select. The variables from the selected scenario are automatically added to the configuration.

Select an option for the Maintain Constant Maturity/Date Profile.

This represents the date intervals in stress testing.

To maintain the same date interval throughout the stress testing period, click Yes.
If you have added Direct Ingestion variables, then only the default date management calculation is applied for deriving the dates.

If you have not added Direct Ingestion variables, then, STSA Date Management + Default Date Management calculation is applied for deriving the dates.
To use the default date calculation, click No.

For more information about the Date Management logic, see the Date Management section.

Select one of the following options for base run details.

Copy From Production- the base run details are copied from production to sandbox before execution of stress testings.
Execute in Sandbox- the base run details with the stage data available on the selected reference date is used for execution of stress testing.

Select the Analysis Type as Scenario.

Note:

Only the Scenario component is supported for this release.

Select the analysis purpose from the Analysis Purpose drop-down menu.

Note:

For more information, see the Analysis Configuration section

In the How would you like to continue with project creation? field, select either of the following options and do the following:

(Optional) If you select Configure Analysis Configuration:
1. (Optional) Click Refer Scenario.
2. (Optional) In the Select Scenario Configuration page that opens, select the scenario and click Select.
If you select, Continue with Scenario Setup:
1. (Optional) Click Refer Analysis Configuration.
2. (Optional) In the Select Analysis Configuration page that opens, select the scenario and click Select.

Note:

When creating a project, you can begin with either an analysis configuration or a scenario.

If a scenario is referenced from an analysis configuration, its variables are prepopulated.
If an analysis configuration is referenced from a scenario, variables in the scenario can now be a subset of the variables defined in the analysis configuration. STSA enforces validation to ensure that referenced scenario variables exist in the analysis configuration, but a full match of all analysis variables is no longer required.

Add an analysis configuration and click Continue.

To add an analysis configuration, select from one of the available options:

Create a new analysis configuration - select the Create a New Configuration option and provide a name and description. For more information, see create a new configuration section.

Note:
- Ensure that you select at least one metric while creating the configuration.
- When creating a project, you may get two sets of variables:
  - Variables from the referenced scenario
  - Variables from the metric/model selection
- If scenario variables are excluded from the configuration due to the selected scope, an Alert dialog is displayed listing the excluded variables. You can review each variable and choose whether to Add it to the configuration or Remove it from the scope.
- This validation ensures that scenario variables can be a subset of the analysis configuration variables, and any excluded variables must be explicitly confirmed by the user before proceeding.
Select from an existing analysis configuration - select the Add an Existing Configuration and do the following:
1. In the Select Analysis Configuration screen that opens, select one of the configuration from the list.
2. Review the selected portfolio, metrics, variables, mapped dimensions, and processes.
3. Click Add to Project.
Clone an existing analysis configuration - select the Copy an Existing Configuration, click Select, and then select one of the configuration from the list. Then provide a name and description and then review the selected portfolio, metrics, variables, mapped dimensions, and processes or make changes to the selections.
1. In the Select Analysis Configuration screen that opens, select one of the configuration from the list.
2. Click Copy and Add to Project.

In the Configuration Added to Project dailog box that opens, click OK.

In the Scope page that opens, do either of the following:

Review and select the scope and click Continue.
Click Create New to create a scope.

Note:
For information about creating a portfolio, see Creating New Portfolios

In the Metrics page that opens, do either of the following:

Review and select the metrics and click Continue.
Click Create New to create a new portfolio.

Note:
For information about creating metrics, see Creating New Metrics

In the Models page that opens, do either of the following:

Select the models for your analysis configuration and click Continue.
Click Create New to create a new models.
Note:
- For information about creating the models, see Creating Models.
- Based on the metrics you select, the models are auto-populated.

In the Variables page that opens, do either of the following:

Select the variable for your analysis configuration and click Continue.
Click Create New to create a new variable
Note:
- For information about creating the models, see Creating Variables.
- Based on the models you select, the variables are auto-populated.

In the Map dimensions for Variables page that opens, do the following:

In the Actions section, select Map Dimensions.
Click Continue.

In the Process screen that opens, select the process for your analysis configuration and click Continue.

In the Review & Validate page that opens, complete adding the analysis configuration, click Save.

The Alert section displays the pending action. Click the relevant action item to complete the task before submitting the configuration for review.

You can bulk select the metrics from the Review and Validate screen. To do so:

In the Alert section, click the Action icon against the alert you want to modify.
In the Review Metrics screen that opens, do either of the following:
- Under the Edit metrics selection column, do either of the following:
  - Select Include All to select all available metrics.
  - Select Choose Specific Metrics to manually select metrics from the list.
    
    Note:
    When you select this option, a new screen opens where you can choose individual metrics.
    
    Note:
    You must click Save on that screen to return to the Review Metrics screen.
- Click Reset to revert the selection to its initial state.
- Click Select All to include all available metrics in bulk.
Click Save on the Review Metrics screen to apply the changes.

After adding the analysis configuration, the Project Activity pane is displayed on the right hand side listing the various stages of project creation.

The status of the analysis configuration is displayed under the Definition Ready title.

If there are any errors in the analysis configuration they are shown as alerts. Fix then using the Edit Analysis Configuration after the In-Progress entry.
If the configuration is not complete, the status is displayed as In-Progress.
- To modify the selected analysis configuration, click the Edit Analysis Configuration link.
- To remove the analysis configuration, click the Analysis Configuration tab and then click Remove Configuration.
Note:
Ensure to fix the errors before requesting for project approval.

Note:
You can edit a configuration only if it is in a draft state.
After selecting a valid configuration or fixing the alerts in the selected configuration, the status is updated to Completed.
Add a scenario using the Add Scenarios link.

Create a pipeline.

To create a pipeline:

In the Project Activity pane, under the Pipeline Reviewed title, click Create Pipeline.
This activity to create the composite pipeline with a requisite data pipeline, analysis configuration, scenarios along with results pipeline to move the results from the production to sandbox.
After the composite pipeline is created, the canvas is loaded and the pipeline is displayed with all the components.

After the pipeline is created, the Pipeline Reviewed shows as Completed.
To view or edit the pipeline, click Actions against the Pipeline Reviewed and then click View Pipeline or Edit Pipeline.

To edit the pipeline, see the Oracle Financial Services Analytical Applications Infrastructure Process Modeling Framework Orchestration Guide

Create a result dimension.

To create a result dimension:

In the Project Activity pane, under the Result Setup tab, click Add Result Dimension to open the dimension configuration screen.
This option is available only if the analysis configuration contains metrics.
In the Choose the dimensions screen, select the required dimension names from the drop-down list.
Click Next.
In the Map Dimensions to Results table, for each selected metric, choose the appropriate value from the Foreign Key Reference drop-down.
Click Save to confirm the result dimension mapping.

After it is configured, the result dimensions are listed under the Result Setup tab. These dimensions will be used in the results pipeline for mapping and analysis.

Submit the project for review and approval process.

For more information about sending objects for review and approval, see the Workflow for STSA Objects section.

After the project is approved, open the project in view mode.

The project page is displayed.

The status of the project is updated to 100 percent complete at this stage.

When creating a project, you must define how its runs are executed: Parallel or Sequential. This selection determines whether multiple runs under a project execute at the same time or one after the other.

Note:

STSA supports delayed parallel execution. Ensure that the application you are working with also supports the parallel execution model.

Parallel (default): Multiple runs are executed simultaneously. This is the default selection for all new projects.
Sequential: Runs are executed one after the other, based on their defined order.

To select the execution mode:

In the Project creation or edit screen, scroll to the Execution Setup section.
Click Select Execution Mode.
In the Preview Execution Flow dialog, select one of the following:
- Parallel
- Sequential
Note:
If the project includes a Base Run, it will always execute first regardless of the selected execution mode. The base run acts as a foundational execution before subsequent runs in either flow mode.

Add the run parameters to capture the execution parameter values required for process or model execution.

To add Run Parameters:

Open the project in View mode.
In Project Activity under Run Parameters Added click More Actions and then click Add Run Parameters.
The Add Run Parameters screen is displayed.
To add a parameter, click the add icon.
Provide a name and description and the FIC MIS Date.
For this release provide the FIC MIS Date as the project start date.
Click Next.
Select the required run parameters for the selected process.
Click OK and then click the save icon.
To save the parameter, click Save.

In the Run Parameters tab, all the added run parameters are listed.

Make one of the execution run time parameter as the latest.

Note:

If only one run parameter is added, this is automatically set to Make Latest.

To make an execution run parameter the latest:

Click more actions against one of the run parameter
Click Make Latest.

To run the project, click Run Project.

In the confirmation, click Yes.

Click Ok after the project is run successfully.

Note:

A project can have multiple scenarios, and pause components in the scenarios. So,ensure that you resume the run, if the pause component is present, after doing the required changes.
The system generates email notifications at the following stages of project execution:
- Run initiation: Indicates that project execution has started.
- Completion: Indicates that project execution completed successfully.
- Error state: Indicates that execution failed or was aborted.
- Pause: Indicates that project execution has paused.
These notifications enable users to track project execution status without actively monitoring the interface.

In the Project Activity pane under the Results Ready title the status is displayed as run completed.

During project execution, when scenario execution reaches the pause component, execution status will be Paused.

To resume a run, click More Options against a run and click Resume.

To view the reports:

Click the Execution And Results tab.
Click actions and select View Results.
(Optional)To refresh the page at specific intervals, provide the interval in the Refresh Interval In Minutes and click Start Auto-Refresh.
(Optional) To refresh the page after the execution, click Refresh.
To hide or view columns in the Execution And Results page,
1. Click the column icon and rearrange the column names as per your preference.
2. To hide the column, move the column name below to the Hide section.

(Optional) To abort an approved project execution:

In the Project Summary page, click the Actions button next to the entry and select Edit.
In the Project screen that opens, go to the Execution & Results tab.
In the Latest Execution section, click the Actions button next to the required entry and select Edit.
Navigate to the Results and Summary screen.
Click the Actions button and select Abort Execution to abort the project.

Note:
Aborting the execution will stop further processing for the current run. Use this action only when it is safe to terminate the process.

(Optional) To resume a paused project execution:

When a project is paused, you will receive an email notification indicating the scenario status and required action.

To resume execution:

In the Project Summary page, click the Actions button next to the entry and select Edit.
In the Project screen that opens, go to the Execution & Results tab.
In the Latest Execution section, click the Actions button next to the required entry and select Edit.
Navigate to the Results and Summary screen.
Click the Actions button and select Resume Execution to abort the project.

Note:
Resuming the execution will continue processing the scenario from where it was paused. Ensure all required tasks are completed before resuming.

6.7.1 Creating a Project